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- YCLIENTS
- Настройки YCLIENTS
- Работа с контрагентами
- Как добавить список контрагентов из Excel
Как добавить список контрагентов из Excel
Для загрузки списка контрагентов:
1. Перейдите в раздел «Финансы» > «Контрагенты».
2. Нажмите на кнопку «Операции с Excel» и в раскрывающемся списке выберите «Загрузить из Excel».
3. Скопируйте в поле для ввода данные из таблицы Excel и нажмите кнопку «Загрузить».
4. В открывшемся новом окне сопоставьте данные с заголовками таблицы: «Название», «ИНН», «КПП», «Контактное лицо», «Телефон», «Email», «Адрес» и «Комментарий».
5. Нажмите кнопку «Сохранить».
Примечание
- За один раз может быть загружено не более 500 строк таблицы.
Пример загрузки из Excel:
Была ли статья полезна?